Adding Forms

The forms option in your Rentec Direct property management software can be sent as an attachment or used to obtain signatures, such as rental agreements.

Click here for more information on the benefits of using custom forms: FEATURE UPDATE: QUICKLY ADD CUSTOM FORMS WITH NEW IMPORT TOOL

There are two ways to add forms to your Rentec Direct property management software; Import existing forms or copy and paste existing forms. Once a form has been uploaded, the Form Editor can be utilized to customize your form and create data fields that will auto-populate information from the system for you, saving you valuable time when you send out forms and leases.

Note: More information on creating a new form or adding data fields can be found here: Custom Form Editor

How to Import Custom Forms

If you have an existing form that you would like to import, simply follow these steps.

In your Rentec Direct account: 
  1. Click Settings  
  2. Under Program choose Forms
  3. Press the +Add Form button at the top
  4. Press the purple Import button

    Import Custom Form Tool

  5. Select the document from your computer and follow the prompt to add. When the import is complete, the custom form editor will populate with the content of the form ready for you to customize. 
  6. When finished customizing Save Form 

System Note: The Rentec Direct editor will attempt to maintain formatting; however, depending on the source sometimes the document formatting may need to be manually corrected. 

How to Copy an Existing Document into Rentec Direct Forms

  • Open the document in your existing document editor.  
  • Select all the text within your document (CTRL-A is a shortcut for this)
  • Push CTRL-C on your keyboard or right click select copy

In your Rentec Direct account:

  1. Click Settings  
  2. Under Program choose Forms
  3. Click +Add Form
  4. CTRL-V or right click on the new form and select paste
For more detailed instructions on how to copy and paste, see this article   http://www.wikihow.com/Copy-and-Paste
Tip:  If the formatting does not carry over well, it's often best to paste without formatting using CTRL-SHIFT-V instead, then do the formatting within the Rentec Direct editor.  

How to convert an existing .pdf document into another file type

If you have an existing .pdf document that isn't formatting as well as you'd like, try converting the file into another format such as an html document first then copy and paste.  CloudConvert.com is a useful website that converts .pdf files into .html files. 

Frequently Asked Questions About Importing Forms

  • Why does some data not appear in the printed or preview document?
    • Depending on the file type, there may have been some embedded spaces, images, or other formatting in the original document that is rendering extra spaces, lines, or pages. Inside the editor, simply delete those extra spaces and pages before saving your new custom document.
  • What file types work best?
    • .pdf and .docx file types will render the information the best. 
  • Can I start over on the form if I don't like the format?
    • If you do not like how the import appears, there is no need to save - simply use the Cancel Button and try importing a different file type for a better result.
Helpful Tips:
  • Import files without graphics and add them in after (during customization) for best results.
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